We manage portfolios, based on agreed performance objectives, risk parameters and service requirements of clients. In the case of pension funds, we aim to achieve an actuarial or a real return target, to enable the funds to improve benefits to members or reduce funding costs.
Investment philosophy: we believe in active management to capture long-term value and protect client funds.
Performance: investment mandates are managed against an agreed benchmark and a clear set of guidelines. The benchmark and guidelines together determine the upper and lower limits of portfolio performance and portfolio risk. Client objectives and risk tolerances vary widely but all clients prefer to see a positive and consistent performance both in absolute terms and relative to benchmarks. We are fully committed to achieving agreed investment return targets and are compliant with the Global Investment Performance Standards (GIPS) (See Also link on right).
Risk management: we control portfolio and operating risks tightly through a multi-layered system of authorities, checks and audits.
Client account management: We apply the highest professional standards in serving our clients. (See Also link on right)